Financial Services Industry Talent Management

Leo V. Petrini, MSM, MSFS

Mr. Petrini is broadly experienced in the financial services industry including financial consulting, teaching and management. A long time student and industry activist, Petrini holds two professional designations in financial services and has addressed audiences nationwide on advanced planning topics for executives and businesses.

Financial Services Industry Talent Management Challenges & Opportunities

The financial services industry is facing a tsunami of change due to technology advances. Unlike just about any other industry the distribution of financial services requires no trucks, trains or planes, just limited, short bursts of electrons. Technology is driving consolidation, eliminating redundancies and intensifying competition. In such a high tech industry the winners will be the high touch experts who keep their clients through solid relationship management.

Financial Services Industry Talent Management Solutions

The financial services industry has to reinvent itself to effectively serve a fundamentally different marketplace. The most sophisticated customers in history are going to demand the best products, performance and service. Like few other industries, the financial services industry must effectively attract, retain and motivate knowledge workers. Aligning talent to redefined organizational roles is the key to victory in financial services.

Web Footed Friends, Inc. Financial Services Industry Talent Management Initiatives

We seek employer participation in a national industry study designed to identify the ideal psychometric profiles for certain job positions that share common requirements across the industry. Participating institutions will share in the research findings and will enjoy a subsidy of the cost of participation. If you have fifty or more employees in one position and are interested in participating, please contact us for details.